Using the Bulk edit items wizard adds or removes vendor items across multiple purchase order templates in a single operation. The wizard is scoped to one vendor at a time — only templates and vendor items associated with the selected vendor are shown. The operation is all-or-nothing: changes apply to all selected templates at once after review, or not at all.
Security
Users must have the following permission to bulk update purchase order templates.
Food → Purchasing → Purchase Order Templates →
View Purchase Order Templates
Bulk Edit Purchase Order Templates
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Use the Bulk Edit Wizard
Follow these steps to mass update purchase order templates:
Click steps to expand for additional information and images.
1) Navigate to the Purchase Order Templates tab.
Open the Inventory app.
Select Orders.
Navigate to the Templates tab.
2) Click Bulk edit items.
The Bulk edit wizard opens to Step 1: Vendor Items.
3) In Step 1: Vendor Items, select a vendor from the Vendor dropdown.
Vendor items and templates shown throughout the wizard are filtered to the selected vendor. Changing the vendor at any point clears all selections.
4) Select the vendor items to add or remove, then click Next.
Use the search field to filter the item list by name. The vendor items available are determined by the vendor selected.
Notes About Vendor Items
Items already in the Add section appear greyed out in the remove list. Items already in the Remove section appear greyed out in the add list.
If a vendor item already exists on or does not exist on a template, but it is selected for add or remove, respectively, the action will be skipped. No duplicate items will be added to PO templates.
5) In Step 2: Templates, select the purchase order templates to update, then click Next.
Only templates associated with the vendor and location(s) selected in Step 1 are shown. To filter templates by location, toggle off All Locations and select one or more locations from the Filter by location dropdown. To show all templates for the vendor regardless of location, toggle All locations on.
The Locations affected section updates as templates are selected and reflects all locations that will be affected by the operation.
The vendor items selected in the Vendor Items section will be added/removed from the templates selected in this step.
If the selected vendor has no purchase order templates, an empty state appears. Create a purchase order template for the vendor before using the wizard.
6) In Step 3: Review & Confirm, review all pending changes.
No changes are applied until Apply Changes is clicked. The review screen shows:
Section | Description |
|---|---|
Items to add | Vendor items that will be added to the selected templates. Items already on a template are skipped automatically. |
Items to remove | Vendor items that will be removed from the selected templates. Items not found on a template are skipped automatically. |
Templates to update | The purchase order templates that will be affected by this operation. |
Locations affected | The locations associated with the selected templates. Location order schedules and location-specific items are not affected. |
Note About Conflicts
If conflicts are detected, a resolution must be selected for each affected item:
Skip — excludes the affected item from this update, leaving the existing assignment unchanged.
7) Click Apply Changes.
The update applies to all selected templates at once. A confirmation notification appears when the update is complete.
